| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP | 4348 SOUTH POINT BLVD STE 201 JACKSONVILLE, FL 32216 | BLUE CROSS AND BLUE SHIELD OF FLORIDA | $289K | — | $289K | 5.69% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP | 4348 SOUTH POINT BLVD SUITE 201 JACKSONVILLE, FL 32216 | BLUE CROSS BLUE SHIELD OF FLORIDA | $199K | — | $199K | 3.91% |
| BSI CORPORATE BENEFITS LLC3 Filed as: AFFILIATED BSI INC | 672 BRENT LN JACKSONVILLE, FL 32207 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $20K | — | $20K | 4.52% |
| KIM SMITH3 | 625 COMMERCE DRIVE SUITE 204 LAKELAND, FL 33813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7K | — | $7K | 1.72% |
| JEROME A RHODES3 | 15719 CENTURY DRIVE HUDSON, FL 346673912 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $4K | — | $4K | 0.88% |
| KIM SMITH3 | 1012 COLLEGE BLVD E NICEBILLE, FL 325781729 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3K | — | $3K | 0.60% |
| ANTHONY TUDELA3 | 7110 MELOGOLD CIRCLE LAKE O LAKES, FL 34637 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 0.55% |
| JOHN H OWENS3 | P.O. BOX 5786 CORDELE, GA 31010 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 0.48% |
| ERICA L SMITH3 | 11466 SMITH DAIRY ROAD BROOKSVILLE, FL 34601 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 0.47% |
| FRANK VON DER LANCKEN3 | 240 SHERWOOD DRIVE BRADENTON, FL 34201 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2K | — | $2K | 0.40% |
| RICK NIXON3 | 4040 SHERIDAN DRIVE MILTON, FL 32571 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | — | $1K | 0.32% |
| DAVID R BOWDEN AGY INC3 Filed as: DAVID R. BOWDEN AGY INC | 625 COMMERCE DRIVE SUITE 204 LAKELAND, FL 33813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $822 | — | $822 | 0.19% |
| WILLIAM B KRONES3 Filed as: WILLIAM B. KRONES | 4960 GALLEON CT NEW PORT RICHEY, FL 34652 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $738 | — | $738 | 0.17% |
| MAX R HENIG3 | P.O. BOX 6 CARMEL, IN 46802 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $645 | — | $645 | 0.15% |
| EVA SPISSAK3 | 9975 SWEET BAY COURT NEW PORT RICHEY, FL 34654 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $575 | — | $575 | 0.13% |
| DAVID R BOWDEN AGY INC3 Filed as: DAVID R. BOWDEN AGY IC | 625 COMMERCE DRIVE SUITE 204 LAKELAND, FL 33813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $490 | — | $490 | 0.11% |
| BAYSIDE BENEFITS LLC3 Filed as: BAYSIDE BENEFIT GRP INC | 750 4TH AVENUE SOUTH UNIT 404 SAINT PETERSBURG, FL 33701 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $458 | — | $458 | 0.11% |
| JOANNE M O'BRIEN3 | 4213 SE 6TH PLACE CAPE CORAL, FL 33904 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $448 | — | $448 | 0.10% |
| E D SKIPPER & ASSOC INC3 Filed as: E D SKIPPER & ASSOC ICN | 625 COMMERCE DRIVE SUITE 204 LAKELAND, FL 33813 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $444 | — | $444 | 0.10% |
| THOMAS LACARIA3 | 950 MALABAR ROAD SW SUITE 119519 PALM BAY, FL 329110519 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $378 | — | $378 | 0.09% |
| CANDICE SMITH3 | 1012 COLLEGE BLVD NICEVILLE, FL 32578 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $368 | — | $368 | 0.09% |
| RICHARD E MIXON JR3 Filed as: RICHARD E. MIXSON JR. | 5557 MILMAR DR N JACKSONVILLE, FL 32207 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $290 | — | $290 | 0.07% |
| JOHN ANTHONY CARREIRO III3 Filed as: JOHN GEROW | 450 TREASURE ISLAND CSWY TREASURE ISLAND, FL 33706 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $252 | — | $252 | 0.06% |
| MAHER MICHAEL RUKAB3 | 6870 LALOMA DRIVE JACKSONVILLE, FL 32217 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $220 | — | $220 | 0.05% |
| WRIGHT ALBERT M III3 | 11347 REGAL SQUARE DRIVE TEMPLE TERRACE, FL 33617 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $175 | — | $175 | 0.04% |
| HEIDI S WEISHAUPT3 | 8955 US HWY 301 N UIT 395 PARRISH, FL 34219 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $166 | — | $166 | 0.04% |
| ROBERT M GLASS CORP3 Filed as: ROBERT M GLASS CORPORATION | 1600 S FEDERAL HWY STE. 801-D POMPANO BEACH, FL 33062 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $143 | — | $143 | 0.03% |
| MIA R LAMBERT3 Filed as: MIA R. LAMBERT | 1218 HEREFORD RD RUSKIN, FL 33570 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $141 | — | $141 | 0.03% |
| DIEGO ESPAGNOL3 Filed as: DIEGO P ESPAGNOL | 6141 SUPERIOR BLVD DAVIE, FL 33331 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $125 | — | $125 | 0.03% |
| ROBERT W ROUSE JR3 Filed as: ROBERT D PRIVETTE | 8727 THOMAS DR UIT E-11 PANAMA CITY, FL 32408 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $125 | — | $125 | 0.03% |
| RICHARD E MIXON JR3 Filed as: RICHARD E MIXON JR. | 5557 MILMAR DR N JACKSONVILLE, FL 32207 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $112 | — | $112 | 0.03% |
| CRYSTAL LEADY3 | 12071 VIRGINA DR LEESBURG, FL 34788 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $103 | — | $103 | 0.02% |
| JAMES W STOKLEY3 | 1961 SOPCHOPPY HWY SOPCHOPPY, FL 32358 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $89 | — | $89 | 0.02% |
| ERIK RANBERG3 | P.O. BOX 20502 WEST PALM BEACH, FL 33416 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $78 | — | $78 | 0.02% |
| ROGER G DI LORIO3 | 3105 BRDGESTONE DR JACKSONVILLE, FL 322161447 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $77 | — | $77 | 0.02% |
| MCGRATH ASSOCIATES INC3 | 14449 PIMBERTON DRIVE HUDSON, FL 34667 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $76 | — | $76 | 0.02% |
| RAMON J FRIAS INC3 | 6238 NW 38TH DRIVE CORAL SPRINGS, FL 33067 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $74 | — | $74 | 0.02% |
| CONSTANCE LABONTE3 Filed as: CONSTANCE C LABONTE | 4824 WILLOW RIDGE TERR VALRICO, FL 33596 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $74 | — | $74 | 0.02% |
| ROBERT WERNER3 | 11 WEITZ ROAD HOPEWELL JUCTIOR, NY 12533 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $71 | — | $71 | 0.02% |
| ANTHONY G ARANGO3 | 4402 BEACH PARK DRIVE TAMPA, FL 33609 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $69 | — | $69 | 0.02% |
| LARRY W MOHR3 Filed as: LARRY MOHR | 1201 HACIENDA LANE LAWRENCE, KS 66049 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $63 | — | $63 | 0.01% |
| HOWES, INC.3 Filed as: HOWES INC | 2461 WQ STATE ROAD 426 SUITE 2021 OVIEDO, FL 32765 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $60 | — | $60 | 0.01% |
| KEVIN CHAMBERS3 | 9764 1ST STREET N ST PETE, FM 33702 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $54 | — | $54 | 0.01% |
| SHERRILL R SINK3 | 5467 RIVER TRAIL ROAD S JACKSONVILLE, FL 32277 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $44 | — | $44 | 0.01% |
| ANNETTE G BRAITHWAITE3 | 11160 LOTHMORE ROAD JACKSONVILLE, FL 32221 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $44 | — | $44 | 0.01% |
| CHERYL ABELSON-HENIG3 | P.O. BOX 3 CARMEL, IN 46082 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $44 | — | $44 | 0.01% |
| GEOFFREY M SACKS3 | 4233 ARBOR GATE STREET FORT WORTH, FL 76133 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $43 | — | $43 | 0.01% |
| VISIONARY CONCEPTS3 | 105 W SWEETWATER CREEK DR LONGWOOD, FL 327793450 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $37 | — | $37 | 0.01% |
| DAVID DUFFY3 | 5405 BAYBROOK AVE ORLANDO, FL 32819 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $36 | — | $36 | 0.01% |
| RYAN RICH3 | 2122 IAVANHOE RD ORLANDO, FL 32804 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $35 | — | $35 | 0.01% |
| CATHERINE DIANNE WHISLER3 | 11031 READING RD JANCKSONVILLE, FL 32257 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $35 | — | $35 | 0.01% |
| JEFFREY THOMAS CHRISTOPHER3 Filed as: JEFFREY CHRISTOPHER | 1235 BURKE CT AUBURN, AL 368305142 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $33 | — | $33 | 0.01% |
| ERNIE M. PARSONS3 | 4206 WINDING WILLOW DR TAMPA, FL 33618 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $30 | — | $30 | 0.01% |
| CARLA RAZURI3 | 102 SYLVAN GLEN SAN MATEO, FL 32187 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $30 | — | $30 | 0.01% |
| PROGRESSIVE INSUR AGENCY, INC.3 Filed as: PROGRESSIVE EMPL INS AGCY INC | 6407 PARKLAND DR SARASOTA, FL 34243 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $22 | — | $22 | 0.01% |
| CATHERINE R. BLAIR3 | 1187 HWY 231 ALFORD, FL 32420 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $20 | — | $20 | 0.00% |
| REBECCA I HENDRY3 | 5570 BUTTE STREET LEHIGH ACRES, FL 33971 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $19 | — | $19 | 0.00% |
| JOANNE JIARDINA3 | 1116 VILLAGE CENTER PKWY UNIT 5 AURORA, ID 60506 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $18 | — | $18 | 0.00% |
| WORKPLACE EMPLOYEE BNFT SVCS3 | 1240 W MARKET ST LIMA, OH 45802 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $15 | — | $15 | 0.00% |
| KARL WOLF3 | 9220 BONITA BEACH RD SUITE 108 BONITA SPRINGS, FL 34135 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $14 | — | $14 | 0.00% |
| BRIAN R. MCHAHON3 | 4207 ROYAL PALM DRIVE BRADENTON, FL 34210 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $12 | — | $12 | 0.00% |
| HENTZEL INS SVCS INC3 | 595 N NOVA RD STE 109 E ORMOND BEACH, FL 32174 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $10 | — | $10 | 0.00% |
| GARY NABORS3 | 4302 HOLLYWOOD BLVD. SUITE 167 HOLLYWOOD, FL 33021 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $9 | — | $9 | 0.00% |
| JRE & ASSOCIATES INC3 | 9220 BONITA SPRINGS RD STE 108 BONITA SPRINGS, FL 34135 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $8 | — | $8 | 0.00% |
| KATHY MAUCK3 | P.O. BOX 1324 NICEVILLE, FL 32588 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $7 | — | $7 | 0.00% |
| BSI CORPORATE BENEFITS LLC3 Filed as: AFFILIATED INS OF PENSACOLA INC | 672 BRENT LANE PENSACOLA, FL 32503 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $5 | — | $5 | 0.00% |
| KAREN T REARDON3 | 672 BRENT LANE PENSACOLA, FL 32503 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $3 | — | $3 | 0.00% |
| TYLER FINL SVCS INC3 | 4564 RED OAK TRACE MARIANNA, FL 32446 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2 | — | $2 | 0.00% |
| EDWARD E. OBRIEN3 | 4213 SE 6TH PLACE CAPE CORAL, FL 329110519 | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| COMPASS CONSULTING GROUP INC3 Filed as: COMPASS CONSULTING GROUP | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | METROPOLITAN LIFE INSURANCE COMPANY | $27K | $6K | $34K | 11.68% |
| MARK METTILLE3 | 107 CANDLELIGHT LAND MORRIS, IL 60450 | METROPOLITAN LIFE INSURANCE COMPANY | $14K | — | $14K | 4.70% |
| PLYMOUTH INSURANCE AGENCY3 | 2739 US HWY 19 HOLIDAY, FL 34691 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | — | $6K | 1.94% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $12K | $442 | $12K | 9.64% |
| MARK METTILLE3 | 107 CANDLELIGHT LN MORRIS, IL 60450 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $6K | — | $6K | 4.57% |
| PLYMOUTH INSURANCE AGENCY3 | 2739 U HWY 19 HOLIDAY, FL 34691 | SAFEGUARD HEALTH PLANS, INC., A FLORIDA CORPORATION | $2K | — | $2K | 1.89% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 201 JACKSONVILLE, FL 32216 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12K | — | $12K | 10.00% |
| ENROLLMENT FIRST INC3 | 6712 DEANE HILL KNOXVILLE, TN 37919 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 2.61% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 2.39% |
| PAUL AQUILINO3 Filed as: PAUL ACQUILINO | 16228 PEBBLEBROOK DRIVE TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $6K | $2K | $8K | 8.59% |
| ANDERSON BENEFIT SOLUTIONS3 | 3821 LAKE PADGETT DR LAND O LAKES, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $3K | $8K | 8.33% |
| PLYMOUTH INSURANCE AGENCY3 | 2739 US HWY 19 N HOLIDAY, FL 34691 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | — | $5K | 5.29% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | — | $4K | 4.93% |
| TRILOGY BENEFITS CONSULTING LLC3 | 5908 HAMMOCK WOODS DRIVE ODESSA, FL 33556 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $2K | $4K | 4.23% |
| HEIL BUSINESS SOLUTIONS CORPORATION3 | 4921 PENNSBURY DRIVE TAMPA, FL 33624 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | $936 | $3K | 3.56% |
| AGENT BENEFIT SOLUTIONS3 | 1111 N WESTSHORE BLVD TAMPA, FL 33607 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 2.10% |
| TAMARA ANN BUSCHER3 Filed as: TAMARA GAIL COPELAND | P.O. BOX 243 TAMPA, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $980 | $88 | $1K | 1.18% |
| LYNNE B CARREIRO3 | 3026 LAKE PADGETT DR RIVERVIEW, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | $707 | $708 | 0.79% |
| CHOICE BENEFITS SOLUTIONS LLC3 | 3026 LAKE PADGETT DR CRESTLINE, FL 34639 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $33 | $449 | $482 | 0.53% |
| BRYAN ANTHONY GONZALEZ3 | 8408 QUARTZ PL TAMPA, FL 33615 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $273 | $34 | $307 | 0.34% |
| WILLIAM E GECEWICZ3 Filed as: WILLIAM E GECERWICZ | 11113 LAKESIDE VISTA DR RIVERVIEW, FL 33569 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $26 | $2 | $28 | 0.03% |
| JULIET A BRUNO3 | 3926 COUNTRY CLUB BLVD CAPE CORAL, FL 34691 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $19 | — | $19 | 0.02% |
| G R S INC3 | 3278 TAHOE COURT NAPLES, FL 34119 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| STEVEN VERMETTE INC3 | 920 SPRING PARK LOOP CELEBRATION, FL 34747 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| MACDOUGALL BENEFITS LLC3 | 613 S POKEBERRY PL SAINT JOHNS, FL 32259 | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1 | — | $1 | 0.00% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | THE LINCOLN NATIONAL INSURANCE COMPANY | $8K | — | $8K | 10.00% |
| ENROLLMENT FIRST INC3 | 6712 DEANE HILL KNOXVILLE, TN 37919 | THE LINCOLN NATIONAL INSURANCE COMPANY | $2K | — | $2K | 2.82% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL INSURANCE COMPANY | $2K | — | $2K | 2.18% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4K | — | $4K | 10.00% |
| ENROLLMENT FIRST INC3 | 6712 DEANE HILL KNOXVILLE, TN 37919 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $917 | — | $917 | 2.58% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $863 | — | $863 | 2.42% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 201 JACKSONVILLE, FL 32216 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3K | — | $3K | 10.00% |
| ENROLLMENT FIRST INC3 | 6712 DEANE HILL KNOXVILLE, TN 37919 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $868 | — | $868 | 2.93% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $612 | — | $612 | 2.07% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $570 | — | $570 | 9.99% |
| MARK S METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | $285 | $285 | 5.00% |
| COMPASS CONSULTING GROUP INC3 | 4348 SOUTHPOINT BLVD STE 400 JACKSONVILLE, FL 32216 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $3 | $1 | $4 | 13.79% |
| PLYMOUTH INSURANCE AGENCY3 | 2739 US HIGHWAY 19 HOLIDAY, FL 34691 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $1 | — | $1 | 3.45% |
| MARK METTILLE3 | 422 WAUPONSEE ST MORRIS, IL 60450 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $1 | — | $1 | 3.45% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,873 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,880 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | BLUE CROSS AND BLUE SHIELD OF FLORIDA | 962 | $10.6M |
| Dental(3 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 1,663 | $416K |
| Vision | METROPOLITAN LIFE INSURANCE COMPANY | 1,663 | $288K |
| Life insurance(3 contracts, 2 carriers) | AMERICAN HERITAGE LIFE INSURANCE COMPANY | 425 | $584K |
| Short-term disability | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 254 | $36K |
| Long-term disability(2 contracts, 2 carriers) | THE LINCOLN NATIONAL INSURANCE COMPANY | 249 | $81K |
| Prescription drug(2 contracts) | BLUE CROSS AND BLUE SHIELD OF FLORIDA | 962 | $10.2M |
| Other(3 contracts, 2 carriers) | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | 425 | $242K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,663 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Multiple-employer welfare arrangement. Specific regulatory and compliance context; specific consultant niche.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.